Deutsche Telekom AG · XETR:DTE
Deutsche Telekom — Morgan Stanley CTOs Unplugged Conference 2004
11 slides from Deutsche Telekom's conference presentation, February 2004
Slide 1: T-Mobile USA
T-Mobile USA Neville Ray, VP Engineering & Operations Morgan Stanley CTOs Unplugged Conference February 2004
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements that reflect the current views of Deutsche Telekom management with respect to future events. The words “anticipate”, “believe”, “estimate”, “expect”, “intend”, “may”, “plan”, “project” and “should ” and similar expressions are intended
Slide 3: Get More – and the Customer is Why
Get More – and the Customer is Why More Minutes • Simple and affordable rate plans for voice and data More Features • Device leadership • Leadership in mobile messaging and data • Global hotspot leadership More Service • Top-rated customer service • Focus on improving network quality • Driving stren
Slide 4: Delivered Growth & Profitability in 2003
T-Mobile Delivered Growth & Profitability in 2003 • No. 2 in net adds in 2003 • The fastest growing national wireless carrier in 2003 • Strong margin improvement (results to be published on March 10) Net adds (million) % Subscriber growth 2003 in 2003 5.0 32 3.2 21 2.1 2.2 2.3 15 15 10 1.1 5 W ar W
Slide 5: The “Power of One”—Why T-Mobile Wins
The “Power of One”—Why T-Mobile Wins Technology & Frequency Billing Sales Customer Care Pricing Band Systems Structure Structure One One One One One Competition 1 to 4 1 to 2 3 4 to 22 1 to 8 5
Slide 6: Focus Capex on Network Quality
Focus Capex on Network Quality Covered POPs (million) • Most extensive and mature GSM/GPRS network in the U.S. 251 • Cover “white spaces” 236 222 27 through roaming 18 51 • Approx. 26,000 cell sites • Added 3,300 cell sites in 2003 218 224 • Goal 2004: 4,000 new cell 171 sites • Rolling out EDGE and
Slide 7: T-Mobile Current Coverage
T-Mobile Current Coverag f o ~ — . i = moRTN paxoTa [Se 8: ‘ * coLomapo 7 ‘F - «Mobile:
Slide 8: Convergence Vision – Broadband Wireless Today
Convergence Vision – Broadband Wireless Today Smartphone (WAP+): Communication + Info Access PDA: Inter/Intranet Access + Entertainment 802.11b Limited coverage, EDGE mobility, typically inside Wider coverage, some mobility, High density data outside and GPRS usage inside 100% of T-Mobile’s GSM Corp
Slide 9: Leadership in Mobile Messaging and Data
Leadership in Mobile Messaging and Data Data ARPU/postpaid sub • Q3 billable SMS messages: 1.1 billion $1.44 • Over 40% of customers $0.76 are paying for some type of data service • Q3 data ARPU: 2.7% of postpaid ARPU Q3 '02 Q3 '03 • Q3 high-value data subs Paid downloads (million) (paying at least
Slide 10: T-Mobile HotSpot: Broadband Wireless Today
T-Mobile HotSpot: Broadband Wireless Today • World’s largest WiFi network – 4,000 hotspots YE ‘03 – Strong branded partners: “Places where you already go” • International roaming • 67% revenue from subscriptions • Bundled GSM/GPRS and WiFi: unmatched value and simplicity • Strategic marketing allian
Slide 11: T-Mobile USA
T-Mobile USA Neville Ray, VP Engineering & Operations Morgan Stanley CTOs Unplugged Conference February 2004
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